"Sales team" profile level
Right now HubSpot is pretty much ALL or NONE access within our hub. I need to allow a team to have access to the lead intel and prospect info...but that means I have to give them FULL ACCESS TO MY LIVE SITE! eekk! Maybe the content admin can give each person customized access to different parts of the hub.
This is now a feature for all customers. If you have feedback on this user roles, we’d love to hear about it here: http://forums.hubspot.com/discussion/40545/beta-sales-rep-user-role.
Thanks for the feedback!
@Jared that is indeed correct - there is a unique link that your sales team can use to view lead info without logging in / seeing any other part of your HubSpot account.
There's also an app in the marketplace called ProspectMax that lets you get the same type of access to the Prospects data (for the companies that have visited your site but haven't all become leads yet).
What else would customers like to see?
I am new here and have only spent a matter of hours using HS so I may be completely wrong but I thought this information could be saved and exported via an excel file. What I understood is that along with all the other important info needed for that lead it would include a field with a custom URL. Your sales team could use that URL (without logging in) to link back to a page within HS that includes all of the lead/prospect info but would not have access to the rest of your account/site. If I am wrong please advise me because I was really hoping that this could be done as well.
I read it here: http://help.hubspot.com/articles/How_To_Doc/How-do-I-export-leads-from-HubSpot
I totally agree. Our Sales team should be able to use Prospects without access to the rest of HubSpot!
Wayne Snell commented
Heck yes that is exactly the same concern that I have - no way do I want our sales team to be able to modify thinks - they should have read-only access.
Jerry Charles commented
This would really solve a lot of problems for us. I need to assign leads to around 16 sales reps but if I do, they can sign in and see everything. I just want them to have access to their leads and any prospects that are assigned to them assuming that becomes a function of the prospecting tool currently in Beta.
Wow I'm surprised this is just a Jan 2012 request.
We want the same as stated here. Allowing the Sales role to edit additional info gathered is another part of the process. This is gathering info like a CRM but the api's are not there to bi-directional update (e.g., to/from SalesForce or Netsuite or SugarCRM). This way the data gathered is much more rich and can lay the ground work for future dynamic customization of the site (assuming that's the path that the Hubspot CMS team is headed).
Kirsten Barrera commented
I'm running into this as well. I need to be able to give my Sales team only access to leads and prospects and no access to create landing pages, view overall analytics, configure emails, change settings, etc.
Hi all - this is definitely on our radar! We've had a lot of requests for different types of roles, most of the votes for which are on this thread:
We'll leave this as a standalone idea so we understand how many folks want a sales team role specifically.
From Michael Motyka: Daily, Weekly and Monthly Prospects Digest should have "Viewing Only" security level for non contributors (i.e. sales team)
Current HS permissions allow for either creating a HS user with full access to the CMS or not. A level of security which enables access to prospects digest for viewing who visited the website would be helpful for say the sales team. Want them to see if they are driving visitors whether they convert or not but don't want them to have full access to CMS and editing capabilities.
AdminBrian McMullin (Admin, HubSpot) commented
This is a great idea. What do your sales folks generally need within the HubSpot? Is it just Prospects and Leads data? Anything else?